We are live on ! Find out more
NUV icon

Nuveen Municipal Value Fund

242 hedge funds and large institutions have $1.83B invested in Nuveen Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more capital invested

Capital invested by funds: $432M → $1.83B (+$1.4B)

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

6% more funds holding

Funds holding: 228242 (+14)

1.73% more ownership

Funds ownership: 23.12%24.84% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
62
Reduced
64
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$3.4M +$493K +55,532 +16%
BHWM
27
Bar Harbor Wealth Management
New Hampshire
$3.21M -$708K -79,666 -18%
Ameriprise
28
Ameriprise
Minnesota
$2.44M +$138K +15,529 +6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.92M -$37.3K -4,202 -2%
CA
30
Cresta Advisors
Texas
$1.9M
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.79M +$609K +68,595 +49%
MFIM
32
Mesirow Financial Investment Management
Illinois
$1.71M +$1.13K +127 +0.1%
RBFC
33
Roman Butler Fullerton & Co
Missouri
$1.54M +$17K +1,910 +1%
AG
34
AlTi Global
New York
$1.5M -$211K -23,761 -12%
IWA
35
IBEX Wealth Advisors
New Jersey
$1.49M +$1.54M +173,477 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.45M +$42.4K +4,770 +3%
CNBTD
37
Citizens National Bank Trust Department
Mississippi
$1.42M -$84.6K -9,525 -5%
SA
38
Sanctuary Advisors
Indiana
$1.31M -$150K -16,875 -10%
Cohen & Steers
39
Cohen & Steers
New York
$1.3M -$88.8K -10,000 -6%
SMC
40
Smith, Moore & Co
Missouri
$1.21M -$64K -7,207 -5%
MC
41
Mathes Company
New York
$1.18M
COLIM
42
City of London Investment Management
United Kingdom
$1.1M -$2.39M -268,944 -68%
TF
43
Tandem Financial
Colorado
$1.1M +$1.14M +128,097 New
BCG
44
Breakwater Capital Group
New Jersey
$1.04M +$65.2K +7,339 +6%
KAS
45
Kestra Advisory Services
Texas
$1.03M -$87.1K -9,809 -8%
SPIA
46
Steward Partners Investment Advisory
New York
$995K +$151K +16,991 +17%
HAM
47
Harmony Asset Management
Arizona
$966K +$60.4K +6,800 +6%
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$935K -$59K -6,638 -6%
AIS
49
Accredited Investor Services
Minnesota
$875K +$905K +101,869 New
HighTower Advisors
50
HighTower Advisors
Illinois
$874K -$21K -2,362 -2%

NUV Hedge Fund Activity: Q4 2024 in Review

242 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q4 2024, worth a combined $1.83B — up 324% from $432M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NUV positions and 27 closed out — a net gain of 20 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.9M. The largest seller was True North Advisors, exiting entirely with an estimated $4.61M sold.

  • 242 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q4 2024, up from 228 in Q3 2024.
  • Funds reported $1.83B of Nuveen Municipal Value Fund stock for Q4 2024, up 324% quarter-over-quarter.
  • 47 funds opened new Nuveen Municipal Value Fund positions in Q4 2024 and 27 closed out, a net change of +20 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $12.9M added.
  • The largest Nuveen Municipal Value Fund seller in Q4 2024 was True North Advisors, an estimated $4.61M sold.

Based on aggregated 13F filings for Q4 2024.